Shanghai Putailai New Energy T (603659 CH): Synthetic Expert Call Transcript (02 Oct 2026)
Anode and Separator Margin Bottoming: Synthetic graphite anode pricing in China has hit a structural floor between RMB 25,000 and 30,000 per ton...
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Putailai (璞泰来) A+H Pre-IPO: Early Thoughts
Putailai is seeking an A+H listing. In this note, we look at the company's business, its industry context and provide our early thoughts on valuation.
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Primer: Shanghai Putailai New Energy T (603659 CH) - May 2026
Shanghai Putailai is a leading Chinese manufacturer of advanced materials for new energy batteries, with a dominant position in the anode...
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Tinci Materials Technology (A/H Listing) - Cost Advantage Is the Moat to Cope with Industry Cycle
Tinci's full self-supply of "liquid lithium hexafluorophosphate - electrolyte" chain offers cost advantage/supply chain security, making it...
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CSI 500 Index Earning Revision (Jun): Henan Shenhuo Coal & Power, Guangxi Liugong Machinery
We analyzed CSI 500's consensus for Jun 2025 and highlighted changes of EPS in Henan Shenhuo Coal & Power (000933 CH), Guangxi Liugong Machinery...
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